Build a complete customer database that connects every person, conversation, and touchpoint in one centralized platform—empowering your teams to deliver personalized, efficient service.
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Contact Storage
Scattered contact information across spreadsheets, email inboxes, sticky notes, and personal devices creates organizational chaos. Sales reps waste hours searching for phone numbers. Support teams lack context about previous interactions.
The Contact Management module in Salesboom CRM eliminates these inefficiencies by creating a single, comprehensive source of truth for every person connected to your business.
The Contacts tab in Salesboom CRM serves as the central hub for managing individual people associated with your customers, leads, partners, and prospects.
Every interaction—email, phone call, support case, sales opportunity, or meeting—links back to a Contact record. This creates a single, unified profile capturing all customer activity across your organization.
The main contact management interface provides intuitive access to your entire customer database through multiple pathways designed for speed and efficiency.
The Quick Create Contact panel is designed for speed—ideal for capturing new contacts during phone calls, meetings, or inbound requests without interrupting the flow of conversation.
The streamlined interface takes seconds to complete, ensuring no contact is ever lost due to a cumbersome entry process.
For deeper customer profiling, the full Add Contact form captures comprehensive information that transforms basic contact records into powerful relationship management tools.
Complete personal identification, organizational context, job titles, departments, reporting relationships, and lead source tracking for marketing attribution.
Separate mailing and other address fields with full geographic detail for territory planning, shipping, and localized communications.
Track email, phone, fax, mobile, and assistant contact details. Manage opt-out preferences to ensure compliance with communication regulations.
Language preferences, interests, hobbies, and birthdays enable personalized engagement and relationship building beyond transactional interactions.
Capture contextual information, conversation notes, preferences, history, and insights that help team members understand relationship nuances.
Add industry-specific data points that matter to your business—certification status, equipment owned, purchase history, or any unique attributes.
When managing thousands of contacts, finding the right person instantly is critical. Salesboom provides multiple search pathways designed for speed and accuracy.
Search across names, accounts, emails, phone numbers, titles, departments, and custom fields using natural language queries.
Quick A-Z navigation for browsing contacts when you know the first letter of their name but not exact spelling.
Bookmark VIPs, key decision-makers, and frequently contacted people for instant one-click access.
Organized contact data isn't just about finding phone numbers—it's the foundation for sales productivity, marketing effectiveness, and customer service excellence.
Sales reps spend more time selling and less time searching. Complete contact context enables faster qualification, personalized outreach, and shorter sales cycles.
Accurate contact records feed automated campaigns, email marketing, lead nurturing sequences, and targeted event invitations with proper segmentation.
Support teams instantly see complete contact history, previous issues, preferences, and relationship context for personalized, efficient service.
Clean contact data powers sales forecasting, marketing ROI analysis, territory planning, and engagement scoring for data-driven decisions.
Unified contact data keeps sales, support, finance, marketing, and management aligned—eliminating silos and improving customer experience.
Language preferences, interests, and personal details enable tailored communications that resonate and build stronger relationships.
Salesboom's contact management integrates seamlessly with the tools your teams already use daily, eliminating duplicate data entry and keeping information synchronized.
Bidirectional sync between CRM and email keeps contacts current across platforms.
Connect customer financial records with contact profiles for complete visibility.
Fast migration from Gmail or Google Workspace with one-click import.
Custom connections to industry-specific applications and marketing platforms.
Your contact database travels with your team through Salesboom's mobile CRM application. Sales reps in the field, technicians at customer sites, and executives traveling between offices maintain full access to contact information.
Access full contact profiles with complete interaction history, notes, and linked records from any mobile device.
Dial directly from contact records with one tap using your device's native phone functionality.
Send emails using your device's mail client with contact information pre-populated automatically.
Update contact information onsite with automatic synchronization when connectivity is available.
Photograph business cards and extract contact information using photo recognition technology.
Navigate to customer locations using integrated mapping and get driving directions instantly.
See how Salesboom's Contact Management CRM creates a single source of truth for your entire organization. Build complete customer profiles, eliminate duplicate data, and empower your teams with the context they need to succeed.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover TeamManage contacts, CRM core features, sales automation, service portal and unified CRM platform — all in one place.
Store, organize, and manage all your contacts in one central CRM database.
Manage ContactsLeverage core CRM modules: leads, deals, tasks, communication tracking and customer history.
Explore CRM FeaturesAutomate sales workflows, opportunity tracking, and sales processes to increase efficiency.
Discover SFAProvide customers with a web portal for support requests and self-service — streamline support & service operations.
Explore PortalFull-featured CRM solution — combine sales, service, contacts, automation and more under one system.
Discover CRMAutomate follow-ups, tasks, reminders, and sales workflows for a more effective sales process.
Explore Automation